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L••••••• F•••••••• P••••••• S••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

L••••••• F•••••••• P••••••• S••••••••• L••

CRD 129917

LANCASTER, OH

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Search this name across graphsid dfx:ria:7e55c309-9f42-2c0d-9522-5a55f8cf9f85

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Apr 22, 2026 to Apr 22, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 5
High net worth clients: 0
CRD: 129917

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
P•••• L• W••••	Certified Financial Planner\|Personal Financial Specialist	LANCASTER, OH	19	26	1	no

Relationships

Registered with (1)

← P•••• L• W••••Advisorregistration: current employment
Sep 14, 2007 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e55c309-9f42-2c0d-9522-5a55f8cf9f85
First observed: Apr 22, 2026
Last observed: Apr 22, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.